Oxford Funds Endowment Master

Analysis

Oxford Funds Endowment Master is a registered charity in United States, based in United Kingdom. It received its IRS tax-exemption ruling in October 2019, 7 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a supporting organisation (type i) under section 501(c)(3).

In the financial year ending December 2023, Oxford Funds Endowment Master reported income of $306.6m and spending of $325.1m, spending 106% of what it took in. Across the 5 years on record, from December 2019 to December 2023, income fell from $1.04bn to $306.6m (-71%), an average of -26% a year. The sharpest change came in the year to December 2021, when income rose by 116%. Over the whole period it spent 33% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Oxford Funds Endowment Master sits at the 100th percentile: it is one of the largest 1% in its cause. Against every charity in United States with reported income it ranks in the 100th percentile. Charities of a similar size with the same main cause include Uplift Education ($304.7m), Trustees of the College of the Holy Cross ($308.2m) and Bard College ($304.0m).

On its Form 990 for the period ending December 2023, revenue came from program service revenue 17% of the total. At year end it held assets of $7.59bn against liabilities of $36.9m, net assets of $7.56bn.